Jamie Golombek, managing director of tax and estate planning for CIBC Private Wealth Management, says advisors should be helping clients take advantage of the Canada Revenue Agency’s 1% prescribed loan rate that allows family members to transfer funds to each other and potentially reduce the overall tax burden. The CRA recently announced the loan rate would remain at 1% until at least the end of September 2010. Golombek spoke at the TMX Broadcast Centre in Toronto.
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Help clients minimize their tax liabilities
Duration: 2 min 51
Duration: 2 min 45
Denis DesRosiers, owner and president of DesRosiers Automotive Consultants Inc., discusses the effect of poor auto sales on the dealership network, the contraction of sales and the outlook for the industry. He spoke at his office in Richmond Hill, Ont. (Part 2 of 3)
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Duration: 4 min 08
Tony Faria, co-director of automotive research at the Odette School of Business at the University of Windsor discusses historical auto sales, the outlook for the industry and the impact of plant closures in Windsor. He spoke in Windsor, Ont. (Part 1 of 3)
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Duration: 3 min 55
Mark Halpern, an advisor and founder of illnessPROTECTION.com Inc., describes ELITE U.S. Healthcare Insurance, a product launched through his company. He discusses its features, benefits and marketing plans for the product, which is underwritten by Royal & Sun Alliance Insurance Company of Canada...
Duration: 3 min 49
Som Seif, president of Claymore Investments Inc., discusses the growth in the exchange traded funds industry, the benefits of investment type and Claymore's index weighting philosophy. He spoke at the offices of Investment Executive in Toronto.
Duration: 3 min 59
Jeff Rubin, chief economist for CIBC World Markets and Craig Wright, chief economist for RBC Economics, describe the 2009 budget, its potential effectiveness to boost gross domestic product, and the outlook for the deficit. They spoke at the National Conference Centre in Ottawa. For more...
Duration: 6 min 27
Jamie Golombek, managing director of tax and estate planning for CIBC Private Wealth Management, describes some tax measures in the 2009 budget including changes to personal tax rates, the Home Renovation Tax Credit and relief for small business. He spoke at the National Conference Centre in...
Duration: 4 min 25
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, previews several potential changes to taxation rules to be announced on Jan 27, when the 2009 federal budget is tabled in Ottawa. He spoke at the TSX Broadcast Centre in Toronto. For more Budget...
Duration: 3 min 04
David Juvet, president and owner of Ontario East Insurance Agency Ltd., discusses his decision to sell the managing general agency to Rod Berry, vice president at Ontario East, along with several minority shareholders. He also discusses consolidation in the agency industry. He spoke at Ontario...
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